Olney Bancshares Of Texas, Inc. Employees 401(k) Retirement Plan And Trust
Sponsored by Olney Bancshares Of Texas, Inc. · EIN 752534536 · Plan #001
- Total assets
- $49.0M
- Net assets
- $49.0M
- Active participants
- 524
- With balances
- 534
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Exemplar Wealth Advisors, Llc CRD 322419 | fuzzy_auto · 93% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $63,848 |
| Exencial Wealth Advisors Llc | Investment advisory (plan) | $45,000 |
| Empower Advisory Group, Llc | Investment management | $26,318 |
| Hogantaylor Llp | Accounting | $20,500 |
| Mcafee & Taft | Legal | $1,598 |